A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?
The impact of Social Security, RMDs, inheritances, and more.
If you’re a regular listener, you probably know that we already did an “ultimate” Traditional vs. Roth 401(k) episode this year. “Katie,” you might be saying, “Do you mean to tell me that the ultimate strategy was…*gasp* wrong?”
We put my strategy to the test with Eric Jones, CFP® with the Hook Jones Group at Baird Private Wealth Management, to find out.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/cfp-ultimate-traditional-vs-roth-strategy.
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Reminder: We are not licensed financial professionals, and this is not financial advice. Please do your own due diligence.
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